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Heartwood Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Heartwood Wealth Advisors’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60
Closed -$1.74K – 272
2025
Q3 		$1.74K Buy
+60
New +$1.81K ﹤0.01% 505

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's CCL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Carnival Corporation Ltd (CCL) in Q4 2025, closing a stake of 60 shares — an estimated $1.74K sold.

Heartwood Wealth Advisors first reported a position in CCL in Q3 2025 and held it in 1 quarter. The position peaked at $1.74K in Q3 2025. 1,101 funds tracked by Wall St. Rank hold CCL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Carnival Corporation Ltd position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 60 Carnival Corporation Ltd shares in Q4 2025, an estimated $1.74K.
  • Heartwood Wealth Advisors first reported a position in Carnival Corporation Ltd in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Carnival Corporation Ltd position peaked at $1.74K in Q3 2025.
  • 1,101 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.